Filed April 16, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,502 | $137,414-20.3% | $189,513-42.2% | $85,850+27.6% |
| Participation rate | 78.1% | 84.6%-6.5pp | 87.8%-9.7pp | 69.3%+8.8pp |
| Annual return | 63.86% | 38.14%+25.7pp | 555.15%-491.3pp | 318.53%-254.7pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,485 | $6,260-44.3% | $8,221-57.6% | $3,952-11.8% |
| Admin fee / account holder | $3,484 | $8,630-59.6% | $12,045-71.1% | $6,260-44.3% |